Trusts And Estate Planning

At Kane, Norby & Reddick, P.C., we build comprehensive estate plans that protect our clients' financial and health care interests, provide economic stability to families and pass assets to the next generation in the most tax-efficient manner possible.

Since 1993, our firm has helped generations of Dubuque families protect their legacies through estate planning.

Comprehensive Estate Planning Services

When drafting an estate plan, the individual goals of our clients, the types of assets involved, taxation and family dynamics must all be considered. At Kane, Norby & Reddick, P.C., our lawyers work closely with each clients to tailor estate plans that effect their wishes. Common estate planning vehicles include:

Tax Planning Advice

Individuals with family-owned businesses or large estates may require tax planning advice to protect their estates from unnecessary tax liability and ensure their assets are transferred in the most tax-efficient manner possible.

At Kane, Norby & Reddick, P.C., our lawyers use a variety of estate planning vehicles — such as private annuity trusts, family limited partnerships and grantor-retained annuity trusts — to move assets out of our clients' taxable estates and lower their overall tax liabilities. Charitable giving plans may also be used to obtain beneficial tax treatment.

Contact Kane, Norby & Reddick, P.C., at 866-493-0667.